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Schwab U S Broad Market ETF shares owned by Cedar Wealth Management

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Cedar Wealth Management from 13F filings

Historical chart of Cedar Wealth Management investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Cedar Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Cedar Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $60k 1.2k 49.85
2023-06-30 $62k 1.2k 51.70
2023-03-31 $57k 1.2k 47.85
2022-12-31 $54k 1.2k 44.81
2022-09-30 $50k 1.2k 41.67
2022-06-30 $53k 1.2k 44.17
2022-03-31 $64k 1.2k 53.33
2021-12-31 $68k 600 113.33
2021-09-30 $62k 600 103.33
2021-06-30 $63k 600 105.00
2021-03-31 $58k 600 96.67
2020-12-31 $55k 600 91.67
2020-09-30 $48k 600 80.00
2020-06-30 $44k 600 73.33
2020-03-31 $36k 600 60.00